Joshua Wolverton, financial advisor Oklahoma City OK
90 score

Joshua Wolverton

CRD Number: 5357986
Current Firm: Wells Fargo Advisors, LLC

Joshua Wolverton (CRD# 5357986) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Oklahoma City, OK and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Oklahoma City, OK Aug 2012 - Current 4
The Next Level Sports Lawton, OK Dec 2011 - Jul 2012 < 1
Img Academy Bradenton, FL Aug 2011 - Nov 2011 < 1
Totte Landscaping Lawton, OK Jun 2011 - Jul 2011 < 1
University Of Oklahoma Athetlic Department Norman, OK Feb 2010 - May 2011 1
University Of Oklahoma Norman, OK Aug 2009 - Jan 2010 < 1
Unemployed Lawton, OK Mar 2009 - Jul 2009 < 1
R.k. Pinson & Associates Edmond, OK Jun 2008 - Feb 2009 < 1
University Of Oklahoma Norman, OK Jun 2003 - May 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Joshua B. Wolverton
Phone Number: 314-875-3000
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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